Canon Lumi

AI-powered plugin redefines requirements gathering by connecting new requirement to past projects, minimizing errors, and reusing proven components

Finance

Mobile Application

SaaS

2 Months

Role

Product Designer

Client

HDFC Bank

Team

2 Product Designers

Challenge

The HDFC mobile app had a cluttered interface, complex navigation, and limited accessibility, making tasks like transfers and payments cumbersome. It lacked inclusivity and modern design, impacting user experience and trust.

Solution

The revamp introduced a user-friendly, intuitive interface, streamlined banking tasks, and improved accessibility for diverse users. Enhanced security and a modern design ensured a seamless, secure, and engaging experience.

Goals

Goals

HDFC's Strategic Goals

01

Grow Through Global Market Expansion

02

Integrate AI In The Current Product Development Process

Frequent use of the HDFC Bank app revealed significant challenges in performing basic tasks like accessing transaction history or locating card details. These tasks were time-consuming and cumbersome, causing frustration and inconvenience for users.

78%

78%

78%

of surveyed users reported difficulty in finding key features like transaction history within the app.

2.5m

2.5m

2.5m

spent basic tasks which could be reduced to under 30 seconds with a streamlined design.

Key Workflows to Redesign

This is how the old design looked and where users faced challenges

The Journey

The Journey

My approach involved two main stages:

01

Conducting research on the product, its users, and competitor analysis to identify needs and opportunities.

02

Executing the design process through ideation, information architecture, wireframing, and establishing metrics for testing and validation.

For Whom?

We categorized our users into two key groups: senior citizens and millennial students, representing opposite ends of the user spectrum. This approach ensured the solution was inclusive and accessible, catering to the diverse needs of all users.

Millenial Student

@devangbheda

As a millennial who values innovation

I want to quickly access and manage my finances on the go

So that I can save time and stay in control of my money effortlessly

Senior Citizen

@kirththakker

As a senior citizen who prefers simplicity

I want to easily navigate the app and perform basic tasks like checking balances

So that I can manage my finances without stress or confusion

Few Key Insights That Informed My Design Decisions

01

Repetitive cycle during requirements gathering, revisiting points without progress.

02

Misunderstandings and missed requirements frequently lead to project delays or derailments

03

Repeated challenges across projects indicate a failure to leverage past experiences

04

Inefficiencies in requirements gathering processes hinder productivity and innovation

Cost

Project Manager

Sets project goals, timelines, and manages resources, ensuring the AI solution is effectively utilized within the development process.

Technical

Design Engineer

Translating requirements into innovative and manufacturable designs through conceptualization, creation of technical documents.

Logistics

Operations Manager

Oversees workflow implementation, manages data quality, and ensures smooth execution across all global locations.

How might we
create a more intuitive, secure, and personalized experience, enhancing user satisfaction and driving engagement?

Solution

Solution

The Big Idea

Our solution should enable stakeholders to match current projects with past ones during requirement gathering, reducing errors in verification and reusing base components like resource documents in validation.

Using AI as plugin we are able to integrate our concept very easily into existing systems without the need to change the current behavior

Introducing Reqyr.ai

A plugin that provides real-time information of past relevant projects while defining your project.

Pro Match

AI matches current requirements to past projects to leverage the wealth of knowledge and experience accumulated within the organization.

Detailed Analysis

Conduct a thorough analysis of past projects and current requirements. This will provide a data-driven foundation to streamline processes and reduce inefficiencies.

Highlights Relevant Information

Dashboard that surfaces key insights and relevant data from past projects during requirements gathering. This ensures stakeholders can make informed decisions, avoid redundancy.

Impact

Impact

How are we cutting product development time?

Potential
This has the potential to cut down time spent in RVV by 10,400 hours/year in a sample 100 person team.
Improve Decisions

Enable project managers to swiftly evaluate project similarities and reducing design rework.

Continuous improvement

Gather, analyze and learn from vast amounts of data to identify opportunities for optimization for stakeholders without revisiting points.

Managing Risks

By identifying potential risks early in the project lifecycle, by allocating resources to critical requirements.

Research

Research

How Did We Get Here?

User Interviews

Co-Design Sessions

Product Benchmarking

Literature Review

We conducted a series of stakeholder interviews with key clients to gain an understanding of their challenges and objectives. These discussions provided valuable insights into their pain points, expectations, and vision for the solution.

Kickoff meeting with the client teams from HysterYale where we received the prompt.

With the problem defined, we were able to set clear research goals and desired outcomes for our research phase. We started by looking at the current process of Product Development.

Companies need to explore where they are generating sufficient data to extract patterns that could be used to support operational decisions.

Companies need to explore where they are generating sufficient data to extract patterns that could be used to support operational decisions.

Ideation

Ideation

AI In What Form?

Sketching

Crazy 8s

User Enactment

User Feedback

After multiple brainstorming sessions, we realized intelligence can be a very broad term to optimize these processes. We explored different forms of this intelligence like AI as plugin, software, guide, or even a chat bot.

As we tested these concepts with some people, we identified limitations with these ideas. AI as software: effort, time and cost. AI as a chat bot: might create a lot of back-and-forth

We explored different forms of this intelligence like AI as plugin, software, guide, or even a chat bot.

Final pitch presentation to the client at Kelloggs Design Challenge (Northwestern University Chicago, April 2024)

This is just a part of the story…

Reach out for more on this project!